Lori Vieau, WMS Investment Portfolio Consultant
As an Investment Portfolio Associate for Raymond James, I have my general securities, life insurance, accident, health and variable annuity licenses. I achieved my Wealth Management Specialist certification in January of 2013. I have been with the Muskegon office of Raymond James since July of 2009. Prior to that, I worked for Raymond James Financial Services in Memphis, TN for two years. In addition, I have 18 years prior sales experience working with customers. I obtained my Bachelors of Business Administration from the University of North Texas.

My primary focus is to work closely with clients to ensure that individual financial service needs are met in a timely and consistent manner.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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